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Summary Teradyne and Advantest dominate the semiconductor test equipment market with a combined market share of around 95%. I expect both companies to grow in line with the overall semiconductor market (6-8% CAGR) until 2030. The balance sheets are very strong, both companies are ge...
Summary Aehr is among the smallest manufacturers in the ATE industry, mirroring its low, weak competitive moat. Most of the company's revenue growth in recent periods stems from two customers. Sales will likely revert to the mean average in the next eighteen months. The company is s...
Summary January was an exceptional month for the S&P 500 and the Nasdaq Composite, with returns of 10.5 and 19% -- profit booking is necessary. We are not pricing weak earnings correctly and multiples have become too optimistic. I think the S&P 500 could correct between 7 an...
Summary Teradyne beat both top and bottom lines for Q4-2022 but provided lower guidance for Q1-2023. 3nm production ramp delays will punish revenues and earnings in the first half of 2023, but I expect demand to pick up in the second half. Even as a ramp in 3nm testing for the secon...
SAN JOSE, Calif., Jan. 31, 2023 (GLOBE NEWSWIRE) -- LitePoint, a leading provider of wireless test solutions, is pleased to announce its membership in the Car Connectivity Consortium (CCC) with the goal of ensuring a seamless end-user experience for keyless entry in cars and trucks. In the ...
Summary Earnings have begun to come out for Q4, and results in the semi-equipment industry are strong to date. This suggests that share price performance will turn positive moving forward rather than continued declines. Secular trends still support a long-term investment regardless ...
Summary Tokyo Electron is a semiconductor equipment manufacturer and the market leader in the EUV Coater/Developer space with a 100% market share. As a Japanese company, it is rather underfollowed. The balance sheet is arguably the strongest in the industry. My DCF-Valuation ind...
Teradyne ( NASDAQ: TER ) shares slipped in premarket trading on Friday as investment firm Loop Capital downgraded the semiconductor equipment company, citing continuing deterioration in the firm's sales outlook. Analyst Scott Graham lowered his rating on Teradyne ( TER ) shares to...
Teradyne, Inc. (TER) Q4 2022 Results Conference Call January 26, 2023 8:30 AM ET Company Participants Andrew Blanchard - VP, Corporate Communications Mark Jagiela - CEO Greg Smith - President Sanjay Mehta - CFO Conference Call Participants Brian Chin - ...
Universal Robots , the Danish collaborative robot (cobot) company, has reported Q4 revenue of USD 85 million, bringing 2022 annual revenue to USD 326 million, up 5% on 2021. On a constant currency basis, growth over the year was 12%. This press release features multimedia. View the full rel...
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LitePoint, a leading provider of wireless test solutions, Metanoia Communications Inc. (Metanoia), a semiconductor SoC solutions provider empowering the 5G Open Radio Access Networking (O-RAN), and Pegatron 5G, a renowned provider of O-RAN compliant products and end-to-end 5G network technologies...
2024-07-26 15:00:03 ET Atif Malik from Citigroup issued a price target of $162.00 for TER on 2024-07-26 12:59:00. The adjusted price target was set to $162.00. At the time of the announcement, TER was trading at $125.23. The overall price target consensus is at $151.12 w...
2024-07-26 10:00:10 ET Christian Schwab from Craig-Hallum issued a price target of $124.00 for TER on 2024-07-26 09:00:00. The adjusted price target was set to $124.00. At the time of the announcement, TER was trading at $125.69. The overall price target consensus is at ...